Braun-Bostich & Associates’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Sell |
2,986
-453
| -13% | -$36.3K | 0.16% | 104 |
|
|
2025
Q1 | $247K | Sell |
3,439
-59
| -2% | -$4.24K | 0.18% | 95 |
|
|
2024
Q4 | $246K | Buy |
+3,498
| New | +$246K | 0.18% | 91 |
|
|
2019
Q2 | – | Sell |
-276
| Closed | -$13K | – | 333 |
|
|
2019
Q1 | $13K | Hold |
276
| – | – | 0.01% | 256 |
|
|
2018
Q4 | $13K | Hold |
276
| – | – | 0.01% | 246 |
|
|
2018
Q3 | $15K | Hold |
276
| – | – | 0.01% | 252 |
|
|
2018
Q2 | $15K | Hold |
276
| – | – | 0.02% | 234 |
|
|
2018
Q1 | $14K | Hold |
276
| – | – | 0.01% | 242 |
|
|
2017
Q4 | $17K | Buy |
+276
| New | +$17K | 0.01% | 229 |
|